MDRN Wealth
$100,000-$130,000/yr
United States (Remote)
Full-time
MDRN Wealth, a boutique fee-only RIA, seeks a hands-on leader to own client service operations, operational systems, workflows and advisory billing. Requires 5+ years RIA client service and operations, custodial expertise (ACATs, wires, RMDs), RIA CRM workflow experience, management experience, Schwab/Altruist, advisory billing, Pacific Time hours. 100% remote US. $100k-$130k.
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